Spend 30 minutes on the phone with me telling me what your goals are for your family finances or small business.
I send you questions that help create the framework for your action plan. I spend time tailoring a plan specific to your situation, needs, and goals.
We meet via phone, Skype/Zoom, or if you're local, at my office for a 1-1.5 hour meeting to discuss your situation, needs, goals, and action plan to get you to financial peace in your personal or business life.
I have years of experience helping clients prepare for the unknown while meeting their financial goals. Ask me about:
As an independent financial services firm, I can access many different products so you can get the right products and services for you. I also work with and refer other financial professionals in just about every area of finance, so if I can't help you, I know someone who can.
A solutions-based approach to finances that relieves stress, heals relationships, builds wealth, and provides hope.
I help people change the way they use money so that they can BUILD WEALTH and live like no one else and also give like no one else!
I'm a trained DAVE RAMSEY MASTER FINANCIAL COACH. Helping others isn't just my job, it's my passion. I'll use that passion and my financial coach training to help you with your situation. And I don't sell anything! So you aren't going to be pressured into purchasing anything or to invest in anything. I'll give the suggestions you need for YOU and no one else!
Every successful financial strategy starts with an excellent client relationship. My mission and values include exceeding my client’s every expectation. Call me today to find out how we can suggest long- and short-term strategies that will help you realize your financial dreams.
Robyn Franzen is a cerfified Ramsey Solutions Master Financial Coach and has worked in the financial services industry for 18 years. From helping people open their first checking account, to opening and running the Oak Lawn Branch of Credit Union 1 to personal budgeting and small to midsize business bookkeeping, she has nearly done it all. Where most get frustrated and eyes go crossed, she jumps in with excitement at the prospect of organizing finances and crunching numbers.
She is married to her amazing and supportive, firefighting husband Ryan and together they have beautiful, sassy, and hilarious daughter who is 3, going on 13. In her spare time she enjoys reading, crafting, and riding her motorcycle with her husband.
Monday - Friday: By appointment
Saturday: By appointment